2023 Form 5500 filing — Kingswood Oxford School, Inc. Tax Deferred Annuity Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240828103243NAL0024268722001) for Kingswood Oxford School, Inc. Tax Deferred Annuity Plan, reported by Kingswood Oxford School under EIN 06-0646688 and plan number 003. It reports 333 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240828103243NAL0024268722001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kingswood Oxford School
- EIN
- 06-0646688
- Plan number
- 003
- Location
- West Hartford, CT
- Participants
- 333
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $31,012,708
- Total liabilities (EOY)
- $5,310
- Net assets (EOY)
- $31,007,398
- Employer contributions
- $741,667
- Participant contributions
- $763,844
- Total income / additions
- $6,244,768
- Benefits paid
- $1,488,015
- Administrative expenses
- $129,356
- Total expenses
- $1,617,371
- Net increase / (decrease)
- $4,627,397
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Voya Retirement Ins & Annuity Co | N/A | $129,356 | not reported in the loaded dataset |